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Berkshire Hathaway Class B

3,585 hedge funds and large institutions have $298B invested in Berkshire Hathaway Class B in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 1,357 increasing their positions, 1,439 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,585
Holders Change
+53
Holders Change %
+1.5%
% of All Funds
56.54%
Holding in Top 10
644
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+2.71%
% of All Funds
10.16%
New
175
Increased
1,357
Reduced
1,439
Closed
89
Calls
$6.86B
Puts
$3.8B
Net Calls
+$3.06B
Net Calls Change
+$1.37B
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
3151
GDS Wealth Management
Texas
$373K +$41.3K +121 +12%
C
3152
Covestor
United Kingdom
$373K -$17.1K -50 -4%
VFPW
3153
Vantage Financial Partners (Wisconsin)
Wisconsin
$373K
CWM
3154
Collaborative Wealth Management
Florida
$372K -$17.1K -50 -4%
FPIS
3155
Financial Planning & Information Services
Wisconsin
$372K
VCM
3156
Viewpoint Capital Management
Washington
$372K
HIA
3157
HTG Investment Advisors
Connecticut
$370K +$30.7K +90 +9%
HPWM
3158
High Pines Wealth Management
Massachusetts
$369K +$1.02K +3 +0.3%
CWM
3159
Compass Wealth Management
Connecticut
$368K
AAM
3160
American Asset Management
Florida
$368K -$5.8K -17 -2%
SGC
3161
Slocum, Gordon & Co
Rhode Island
$367K -$341 -1 -0.1%
BAM
3162
Bellevue Asset Management
Washington
$367K
BBA
3163
Braun-Bostich & Associates
Pennsylvania
$366K +$2.05K +6 +0.6%
SWRP
3164
Summit Wealth & Retirement Planning
California
$365K +$10.6K +31 +3%
FAM
3165
Flaharty Asset Management
Florida
$365K -$34.1K -100 -9%
SDWMA
3166
Schneider Downs Wealth Management Advisors
Pennsylvania
$364K -$16K -47 -4%
SCM
3167
Seascape Capital Management
New Hampshire
$364K +$24.6K +72 +7%
BC
3168
Brio Consultants
California
$364K -$7.16K -21 -2%
MWA
3169
MFA Wealth Advisors
Pennsylvania
$364K +$13.6K +40 +4%
USB
3170
Union Savings Bank
Connecticut
$363K +$363K +1,032 New
BWP
3171
Bernardo Wealth Planning
Pennsylvania
$363K -$12.3K -36 -3%
BA
3172
Ballew Advisors
Mississippi
$362K
CRI
3173
Commonwealth Retirement Investments
Virginia
$361K
SCP
3174
Silverleafe Capital Partners
Tennessee
$361K
WCFA
3175
Walkner Condon Financial Advisors
Wisconsin
$360K +$80.8K +237 +29%